Plan Snapshot
- Plan Sponsor: Balanced Body INC.
- Sponsor EIN: 680291136
- Sponsor Address: 5909 88TH STREET, SACRAMENTO, CA, 95828
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $18.0M | $603,856 | $992,480 |
| 2023 | 253 | $14.5M | $523,117 | $854,905 |
| 2022 | 277 | $10.9M | $477,221 | $804,764 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $31,953 | — | $31,953 |
| BFBA, LLP | NONE | $12,000 | — | $12,000 |
| MONARCH PLAN ADVISORS | NONE | $10,436 | — | $10,436 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,389
- Estimated Expense Ratio: 0.302% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,389 | $10,436 | $31,953 | $12,000 | — |
| 2023 | $41,151 | — | $29,551 | $11,600 | — |
| 2022 | $40,555 | — | $30,055 | — | $10,500 |